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Financial Planning

AFA launches 2014 mentoring program

MARK SMITH  |  MONDAY, 16 JUN 2014
The Association of Financial Advisers (AFA) has launched its 2014/15 mentoring program, an annual initiative aimed at promoting professional standards and giving advice to young advisers.

UBS adviser banned from financial services industry

STAFF WRITER  |  WEDNESDAY, 11 JUN 2014
Former UBS financial adviser was banned from the financial services industry for engaging in misleading and deceptive conduct.

Zurich global growth fund added to Securitor APL

STAFF WRITER  |  WEDNESDAY, 11 JUN 2014
The Zurich Investments Global Growth Share Fund has been included on Westpac-owned dealer group Securitor's approved product list.

Bridges brings another advice business under IOOF umbrella

LAURA MILLAN  |  TUESDAY, 10 JUN 2014
IOOF continues to grow its financial advice footprint after Bridges Financial Services acquired Credit Union Australia (CUA) financial planning division.

Palmer United will hold the key to FoFA approval

LAURA MILLAN  |  TUESDAY, 10 JUN 2014
The Palmer United Party and a handful of fringe party senators will be critical to the approval of the Future of Financial Advice (FoFA) legislation.

Advisers, do not read headlines: Kerr Neilson

LAURA MILLAN  |  FRIDAY, 6 JUN 2014
Advisers should ignore headlines and look at the numbers when making investment decisions, Platinum Asset Management managing director Kerr Neilson told advisers at a Sydney roadshow.

Van Eyk adds SMAs to research platform

MARK SMITH  |  THURSDAY, 5 JUN 2014
Researcher van Eyk has added separately managed account (SMA) data to its online research and portfolio tool, iRate.

AFA to recognise best adviser and best practice

LAURA MILLAN  |  THURSDAY, 5 JUN 2014
The Association of Financial Advisers (AFA) has divided the traditional Adviser of the Year Award into two and will now recognise the best individual adviser and the best advice practice.

Crowe Horwath and Findex in acquisition talks

LAURA MILLAN  |  WEDNESDAY, 4 JUN 2014
Financial Index Wealth Accountants (Findex) is likely to acquire Crowe Horwath after it signed a process agreement to buy all of its shares.

Federal Court reduces Wealthsure compensation

STAFF WRITER  |  TUESDAY, 3 JUN 2014
The Federal Court has reduced the compensation amount that Wealthsure will need to pay to two of its former clients.